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NORTH SHORE MONTESSORI SCHOOL 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameNORTH SHORE MONTESSORI SCHOOL 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

NORTH SHORE MONTESSORI SCHOOL 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NORTH SHORE MONTESSORI SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:NORTH SHORE MONTESSORI SCHOOL
Employer identification number (EIN):112229538
NAIC Classification:624410
NAIC Description:Child Day Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH SHORE MONTESSORI SCHOOL 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JENNIFER FUGGINI2024-07-17
0012022-01-01TINA ARORA2023-07-06
0012021-01-01TINA ARORA2022-06-07
0012020-01-01NIKOHL STEGMAN2021-07-19
0012019-01-01NIKOHL STEGMAN2020-07-31
0012018-01-01NIKOHL STEGMAN2019-07-31
0012017-01-01MEG SHEEHAN2018-05-02
0012015-01-01MEG SHEEHAN2016-08-12
0012013-01-01MEG SHEEHAN2014-05-19
0012012-01-01NORTH SHORE MONTESSORI SCHOOL2013-09-24

Plan Statistics for NORTH SHORE MONTESSORI SCHOOL 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for NORTH SHORE MONTESSORI SCHOOL 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025: NORTH SHORE MONTESSORI SCHOOL 401 K PROFIT SHARING PLAN TRUST 2025 401k membership
Total number of particpants at beginning of year2025-07-2333
Total number of particpants at end of year2025-07-2341
Number of Participants With Account Balances2025-07-238
2024: NORTH SHORE MONTESSORI SCHOOL 401 K PROFIT SHARING PLAN TRUST 2024 401k membership
Total number of particpants at beginning of year2024-07-1737
Total number of particpants at end of year2024-07-1740
Number of Participants With Account Balances2024-07-1710
2022: NORTH SHORE MONTESSORI SCHOOL 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total number of particpants at beginning of year2022-06-0734
Total number of particpants at end of year2022-06-0735
Number of Participants With Account Balances2022-06-079

Financial Data on NORTH SHORE MONTESSORI SCHOOL 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : NORTH SHORE MONTESSORI SCHOOL 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-2368979
Net assets as of the end of the plan year2025-07-23284993
Total assets as of the beginning of the plan year2025-07-23270506
Value of plan covered by a fidelity bond2025-07-2328000
Participant contributions to plan in this plan year2025-07-2349476
Value of participant loans at end of plan year2025-07-2316351
Other income to plan in this plan year2025-07-2333990
Plan net income in this plan year2025-07-2314487
Net assets as of the end of the plan year2025-07-23284993
Net assets as of the beginning of the plan year2025-07-23270506
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-231291
2024 : NORTH SHORE MONTESSORI SCHOOL 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-170
Total liabilities as of the end of the plan year2024-07-170
Total liabilities as of the beginning of the plan year2024-07-170
Total expenses incurred by plan in this plan year2024-07-171615
Net assets as of the end of the plan year2024-07-17270506
Total assets as of the beginning of the plan year2024-07-17191307
Value of plan covered by a fidelity bond2024-07-1720000
Participant contributions to plan in this plan year2024-07-1745379
Value of participant loans at end of plan year2024-07-171833
Other expenses paid from plan in this plan year2024-07-170
Other contributions to plan in this plan year2024-07-170
Other income to plan in this plan year2024-07-1735435
Plan net income in this plan year2024-07-1779199
Net assets as of the end of the plan year2024-07-17270506
Net assets as of the beginning of the plan year2024-07-17191307
Employer contributions to plan in this plan year2024-07-170
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-171615
2022 : NORTH SHORE MONTESSORI SCHOOL 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total transfers to/from plan in this plan year2022-06-070
Total liabilities as of the end of the plan year2022-06-070
Total liabilities as of the beginning of the plan year2022-06-070
Total expenses incurred by plan in this plan year2022-06-07922
Net assets as of the end of the plan year2022-06-07191160
Total assets as of the beginning of the plan year2022-06-07121836
Value of plan covered by a fidelity bond2022-06-0720000
Participant contributions to plan in this plan year2022-06-0750556
Value of participant loans at end of plan year2022-06-079016
Other expenses paid from plan in this plan year2022-06-070
Other contributions to plan in this plan year2022-06-070
Other income to plan in this plan year2022-06-0719690
Plan net income in this plan year2022-06-0769324
Net assets as of the end of the plan year2022-06-07191160
Net assets as of the beginning of the plan year2022-06-07121836
Employer contributions to plan in this plan year2022-06-070
Expensese paid to adminstrative service provicers from plan in this plan year2022-06-07920

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